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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,296 | $85,635-27.3% | $123,892-49.7% | $63,975-2.6% |
| Participation rate | 39.1% | 74.9%-35.8pp | 81.4%-42.3pp | 71.1%-32.0pp |
| Annual return | 9.86% | 15.74%-5.9pp | 47.52%-37.7pp | 48.65%-38.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,736 | $5,667-16.4% | $5,984-20.9% | $3,356+41.1% |
| Admin fee / account holder | $26 | $75-65.0% | $8,357-99.7% | $70-62.8% |